One Advisory Partners
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One Advisory Partners’s iShares MBS ETF MBB Stock Holding History

One Advisory Partners’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,629
Closed -$532K – 76
2026
Q2 		$532K Buy
5,629
+166
+3% +$15.7K 0.14% 43
2026
Q1 		$519K Sell
5,463
-535
-9% -$51.1K 0.16% 42
2025
Q4 		$571K Sell
5,998
-19
-0.3% -$1.81K 0.17% 41
2025
Q3 		$574K Buy
6,017
+951
+19% +$89.3K 0.18% 41
2025
Q2 		$471K Buy
5,066
+582
+13% +$53.9K 0.16% 42
2025
Q1 		$421K Sell
4,484
-392
-8% -$36.3K 0.18% 37
2024
Q4 		$447K Buy
4,876
+330
+7% +$30.7K 0.2% 31
2024
Q3 		$436K Buy
4,546
+364
+9% +$34.4K 0.19% 31
2024
Q2 		$384K Buy
4,182
+53
+1% +$4.83K 0.18% 34
2024
Q1 		$382K Buy
4,129
+35
+0.9% +$3.24K 0.19% 34
2023
Q4 		$385K Sell
4,094
-324
-7% -$29.1K 0.2% 33
2023
Q3 		$392K Sell
4,418
-1,201
-21% -$110K 0.23% 36
2023
Q2 		$524K Buy
5,619
+64
+1% +$6.02K 0.29% 28
2023
Q1 		$526K Sell
5,555
-10,802
-66% -$1.02M 0.31% 28
2022
Q4 		$1.52M Buy
16,357
+13,956
+581% +$1.29M 0.97% 21
2022
Q3 		$220K Sell
2,401
-958
-29% -$92.9K 0.15% 45
2022
Q2 		$327K Sell
3,359
-1,147
-25% -$112K 0.22% 35
2022
Q1 		$459K Sell
4,506
-161
-3% -$16.8K 0.27% 27
2021
Q4 		$501K Sell
4,667
-257
-5% -$27.7K 0.29% 26
2021
Q3 		$532K Sell
4,924
-309
-6% -$33.5K 0.33% 24
2021
Q2 		$566K Sell
5,233
-12
-0.2% -$1.3K 0.35% 23
2021
Q1 		$569K Sell
5,245
-34,803
-87% -$3.81M 0.37% 23
2020
Q4 		$4.41M Buy
+40,048
New +$4.41M 3.02% 12

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Ferguson Wellman Capital Management
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

One Advisory Partners's MBB Position: Q3 2026 in Review

One Advisory Partners sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 5,629 shares — an estimated $532K sold.

One Advisory Partners first reported a position in MBB in Q4 2020 and held it in 23 quarters. The position peaked at $4.41M in Q4 2020. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • One Advisory Partners reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • One Advisory Partners sold 5,629 iShares MBS ETF shares in Q3 2026, an estimated $532K.
  • One Advisory Partners first reported a position in iShares MBS ETF in Q4 2020 and held it in 23 quarters.
  • One Advisory Partners's iShares MBS ETF position peaked at $4.41M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.